See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,898 | $102,317-13.1% | $146,958-39.5% | $80,856+9.9% |
| Participation rate | 70.8% | 75.8%-5.0pp | 82.2%-11.3pp | 67.6%+3.2pp |
| Annual return | 16.78% | 134.76%-118.0pp | 418.34%-401.6pp | 35.59%-18.8pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $14,612 | $6,644+119.9% | $8,070+81.1% | $4,296+240.2% |
| Admin fee / account holder | $8,200 | $7,941+3.3% | $12,998-36.9% | $6,918+18.5% |